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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $75,627 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,680 | $53,204-68.6% | $155,556-89.3% | $200,096-91.7% |
| Participation rate | 82.5% | 64.1%+18.4pp | 78.2%+4.3pp | 72.0%+10.5pp |
| Annual return | 13.90% | 41.02%-27.1pp | 64.84%-50.9pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,655 | $1,850-10.5% | $4,675-64.6% | $3,038-45.5% |
| Participant deferral / active EE | $1,244 | $3,163-60.7% | $5,631-77.9% | $5,090-75.6% |
| Admin fee / account holder | $17 | $186-90.7% | $15,885-99.9% | $269-93.6% |